See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,111 | $58,879-40.4% | $178,490-80.3% | $73,488-52.2% |
| Participation rate | 97.7% | 66.2%+31.4pp | 81.9%+15.7pp | 70.7%+27.0pp |
| Annual return | 21.18% | 24.86%-3.7pp | 151.07%-129.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $923 | $2,236-58.7% | $5,011-81.6% | $2,270-59.3% |
| Participant deferral / active EE | $2,286 | $2,567-11.0% | $5,202-56.1% | $3,740-38.9% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.4% |